Using Document Groups

Using Document Groups

Clarinspect's Documents feature uses Groups as a filing system to categorise and sort documents within the Library. There are a number of default group categories pre loaded into the feature. These can be added to and edited as required. The filing system is designed to make it quicker and easier to organise documents that may be needed across work packages. The library of Documents can be filtered by group to find documents quickly and easily.

Groups page

Shown below are the pre-loaded group categories. Each has a Label and a Description that are editable to suit your purposes. You can also add new groups to suit your business. The list order can be changed at any stage by clicking on and dragging the ‘two line’ icon to the left of the group.

Any images displayed are representative only and may differ depending on the version being used.

Editing an Existing Group in your Library

To edit an existing group:

  1. Click the Edit button that is beside the group that you want to change.

  1. Click in text box to change Label.

  2. Click in text box to change or add to Description.

  3. Click Save.

Adding a New Group to your Library

From the Groups page:


  1. Click ‘+ New Group’.

  1. Add Label for your group.

  2. Add Description for your group.

  3. Click Create. 


When your new group is added, it will show up on the groups list in the library. Groups can be re-ordered in this list by clicking on the icon to the left of the group label and dragging up or down.


  1. New group found here

  2. Click and drag this icon to change the order of the groups in this list.


For more information on how to use the Documents feature, have a read of this guide - Adding Documents in the Hub


    • Related Articles

    • Document Versions

      At Clarinspect, we know documents change. Specs get updated, mistakes get fixed, new stuff gets added. So instead of losing track of "which one's the right one," for your documents our system keeps versions labeled clearly. Document versions ...

    • Using Work Package Summary Reports

      Work Package Summary Reports are intended to produce a report for a collection of inspections in a Work Package. You could use these reports to meet compliance reporting needs, e.g. to council who want a single PDF, or to undertake a quality check - ...

    • Using Approvals

      Any images displayed are representative only and may differ depending on the version being used. Once an inspection is approved it is uneditable. This stops data changing if it is going to be delivered to a client or an external database. Clarinspect ...

    • Using the Review System

      With Clarinspect you have the ability to review inspections once they are complete. This can support your QA processes and also help you guide your staff and ensure a consistent quality of work is produced. Reviewing an inspection allows you to check ...

    • Using SmartFills on the Hub

      Overview SmartFills are a way of pre-setting a set of fields on the inspection / installation record. Initially there may only be a few types of SmartFill available, and as you need different ranges of fields we can add further types. SmartFills are ...